Member Info for Brighty1

Yes and we must be getting close to attracting cash rich operators for JV's for both Dunrobin and Chuditch. A quick reminder that JV's are the tipping moment for investors. The farm-in agreement with Newcrest that GGP secured was for $65 million. Following that deal the share price rocketed. It went from 0.090p a share to over 30p+ a share. Dunrobin and Chuditch are huge JV Farm-In opportunties for BOIL shareholders arguably for hundreds of millions. This could make the $65 Million GGP deal look small in comparison. Good luck, Brighty

I agree Tarquin, most of the trades appear to be buys. This doesn't look like a P&D. Most P&D's happen over a 1-2 day period. This has been going on for a week now. Ordinarily there's just a handful of trades per day. Many of the buys are over 5,000,000 and buying since Monday has been relentless, with hundreds of trades per day. TDT is quite right to flag the historical under performance at TYM but this does feel different. What does Sanderson Capital know that we don't? They have been upping their holdings in TYM. Could it be that a JV with FQM or success at Mukai, Mushima North or Jacks? No speeding ticket has been issued over the last week either which would point to positive inbound news.....

Good luck, Brighty

PI's were very very disenchanted over at GDR just a couple of months ago. The 185% gain since mid January in the GDR share price could quite easily happen soon here at YGEN. We know that NIPT services are up 50% and that the NIPT category is up 18% year-on-year. We have at least 3 new NIPT account wins in the current financial year already. The last numbers also showed that Ranger revenue is now over $2.0m per year and that overall Genomic Service revenues were up 26%. Then there's the Ambry Genetics partnership to factor in. A similar 185% leap in the next couple of months (at least) looks plausible. Good luck, Brighty

Exactly. The stroke market is the real biggie for GDR. Big pharma will pay hundreds of millions to licence or buy GDR on the back of both our tests. The impending NICE news this month for our AIHL MT-RNR1 test will see the SP soar. GDR's current 35p share price (MCAP £32m approx) is small change in our sector. A x10 increase over the course of this year is achievable. Don't forget that deals for much smaller pharma companies recently have been in the hundreds of millions and in many cases in the last couple of years in the billions of pounds (see previous posts).

Good luck, Brighty

Great to see the You Tube link. GDR is clearly getting its ducks in a row in readiness for the impending NICE news. It's worth noting that 30p a share in GDR (MCAP £27m) is peanuts in our sector. Don't rule out a x10 increase over the course of this year. In the space that we operate in £270million is a small amount to a major pharmaceutical company if they want to bid to licence our AIHL MT-RNR1 test.

Our AIHL MT-RNR1 ID test and our CYP2C19-ID test for stroke patients are both really exciting innovations in the pharma sector. Deals for much smaller pharma companies recently have been in the billions of pounds, as per the previous examples posted. Not long to wait....

Good luck, Brighty

Yes, the buys are much bigger than normal here and as you say something looks to be brewing. It could be good news regarding our Jacks Copper Project in Zambia or news about one of our other Zambian projects at Mushima North or Mukai. A JV announcement with FQM is also a possibility....Good luck, Brighty

To put this in to context today we have had 122 trades already, almost all appear to be buys. Many have been over £5,000 a trade and some have been higher than that. This is very unusual for TYM. For example....

Yesterday there were 17 trades. Miniscule value / a few hundred pounds.
On Monday there were 12 trades. Miniscule value / a few hundred pounds.
Last Friday there were 5 trades. Miniscule value / a few hundred pounds.
Last Thursday there were 6 trades. Miniscule value / a few hundred pounds.
Last Wednesday there were 6 trades. Miniscule value / a few hundred pounds.

122 trades by 3pm with many buys over £5,000 is of significant interest. It could be as TDT suggests or it could be that a positive update for the Jacks Copper Project in Zambia is on the way or news about one of our other Zambian projects at Mukai or Mushima North. Better still would be a JV announcement with multi billion operator FQM. We could be about to find out...

Good luck, Brighty

TYM 29% up so far today. 98 trades already, with many of them large buys (compared to normal trades on here). Ordinarily there's just a handful of trades per day. Something is brewing, as the buying is relentless.

* Maybe a positive update for the Jacks Copper Project in Zambia?

* We know that the necessary EPBs are now starting to be issued for the other Zambian projects where TYM has similar earn-in rights.

* Or perhaps there's real progress about to be reported regarding the data sharing and technical cooperation agreement with FQM.

* We also know that exploration targeting commenced last year with the initial priority areas already defined by RES at Mukai. Some on here will recall that Mukai is nearby FQM's Enterprise Nickel Mine and giant Sentinel Copper Mine, adjacent to the Mukai Licence where there are both copper and nickel geochemical anomalies.

* The other initial priority area was at Mushima North, where historical drilling in the 1960s encountered wide zones of low-grade copper-sulphide mineralisation and which is prospective for iron-oxide-copper-gold deposits.

DYOR as there's a clear risk attached to TYM (historical under performance) but on the face of it looking forwards and not backwards progress is maybe starting to happen. The fact that Sanderson Capital has been upping its holding in TYM has also attracted my interest. People on here have been talking about 8p a share if this all pans out. They could well be right. That would be a massive gain from here.....

Good luck, Brighty

Yes, totally agree with you. The market clearly like the update which in turn should help move the share price north of 100P again. Plus, don't forget the 200p takeover price mentioned in Investors Chronicle a few months ago. Just Group's CFO, Andy Parsons, was quoted as saying “We are open to conversations from interested parties and conversations have happened. All we can do is to focus on ourselves – making our business better will increase the appeal to others.” A takeover is what I'm expecting in due course. Good luck, Brighty

I agree BB and when we hit your 34/35p a share and positive news arrives we will get to 70p a share at x1 and 100p a share x2. It's all very possible. We know how this share moves on favourable news. Good luck, Brighty

Excellent numbers from TLW today.
* Gross profit of $1,086 million (2021: $647 million)
* Profit after tax of $49 million (2021: loss after tax of $81 million).
* Significant growth in revenue to $1,783 million (including hedge costs of $319 million), representing a c.40% increase versus 2021.
That's more like it and 2023 outlook looks even better.....
Good luck, Brighty

Exactly, Stephen11. GDR's stroke test could be the real biggie in our armoury:

* The global stroke diagnostic and therapeutic market size is projected to exceed over $65.6 billion USD by 2030.This is a huge global opportunity for GDR with data suggesting that 1 in 4 adults over the age of 25 will have a stroke in their lifetime. i.e. Global pharmaceutical companies are going to be particularly interested in our stroke test.

Other key facts include:

* 12.2 million people worldwide will have their first stroke this year. 6.5 million will die as a result of a stroke.

* Over 110 million people in the world have experienced a stroke.

The investment case is obvious. GDR has something that big pharma is going to be very interested in; either to licence from GDR or to acquire GDR. Either would be fantastic for GDR investors.

Good luck, Brighty

Yes, the GDR share price could be about to rocket significantly soon on the back of the imminent NICE update, due this month. Don't forget that pivotal decision makers in the NHS and the Government were all fizzing with excitement about GDR last year:

* "how advances in technology can rapidly transform how we use genomics closer to care for our patients"
&
* "this bedside test is fantastic news for the hundreds of babies – and their parents – who would otherwise lose their hearing when given this common antibiotic in intensive care situations".

Once NICE gives the green light then a national roll out is surely on the cards. You only have to read the brilliant comments in the NHS press release from key players, such as National Medical Director Stephen Powis, Chief Scientific Officer for England Professor Dame Sue Hill & Director of Policy and Campaigns at the National Deaf Children’s Society Mike Hobday, to see how much they rate our product:

* NHS national medical director Stephen Powis: “The successful trial of this bedside test is fantastic news for the hundreds of babies – and their parents – who would otherwise lose their hearing when given this common antibiotic in intensive care situations. Through world-class innovation, the NHS is delivering cutting edge treatments to save and improve patients’ lives as well as delivering on the commitments of the NHS Long Term Plan.”

* Professor Dame Sue Hill, Chief Scientific Officer for England and Senior Responsible Officer for Genomics in the NHS: “Genomic medicine is transforming healthcare, and this is a powerful example of how genetic testing can now be done extremely quickly and become a vital part of triage – not only in intensive care but across our services.
“It also shows the importance of thinking about how advances in technology can rapidly transform how we use genomics closer to care for our patients.”

* Mike Hobday, Director of Policy and Campaigns at the National Deaf Children’s Society: “The National Deaf Children’s Society welcomes the publication of this important study. The introduction of a rapid test to identify susceptibility to deafness caused by the antibiotic gentamicin will be greatly valued by many families of newborn babies.
“Up to now the genetic test has taken too long to return from the lab to be useful for babies requiring urgent treatment but a rapid test will be a game-changer”.

Not long to wait.....

Good luck, Brighty

It's also worth noting in addition to today's very positive RNS about CimetrA that MGC has announced two excellent clinical results demonstrating full safety and preliminary efficacy profiles in Dementia treatment with CogniCann® and Glioblastoma for tumours. The recent data readouts from MGC will certainly be interesting to global pharmas moving forward for licencing or M&A activity. Hopefully 2023 will be the year when the wider market cottons on to what's unfolding here. Good luck, Brighty

Yes, agreed all the negativity is priced in now. It's time for YGEN to update the market about the growth numbers they communicated recently. i.e. NIPT services up 50%, Genomic Services up 26% etc according to the last report. Once we hear more on this - and hopefully other positive news - the share price should move up nicely. Good luck, Brighty

R & D departments and M&A specialists at big pharma are going to be all over this research. All the signs are clearly pointing to a big new revenue stream opening up in the pharma sector and MGC is leading the way. At some stage a major pharma is going to either licence CimetrA or buy out MGC. It's a waiting game but with every positive RNS highlighting its potency in the treatment of inflammatory diseases MGC is becoming more and more interesting from an investment perspective.

Highlights from the RNS today:

· MGC Pharma has completed an in-vitro pre-clinical study on CimetrA™'s mechanism of action (MoA)

· The study, which was carried out at the GLP-Certified Science in Action Lab, in Ness Ziona, Israel, examined the mechanism underlying the CimetrA™-mediated anti-inflammatory effect on human Peripheral Blood Mononuclear Cells (PBMC)

· The study demonstrated the inhibitory effect of CimetrA™ on the mRNA expression and, as a result, on the secretion of IL-32 proteins and the subsequent suppression of inflammation and inflammatory cytokines

· Additional findings show that CimetrA™ increases intracellular HO-1 the antioxidant activity in cells, protecting against oxidative stress that causes the inflammation

· Further demonstrates CimetrA™'s ability to be extended into the anti-inflammatory market.

* The study showed an increase in intracellular Heme-Oxygenase-1 (HO-1) levels (Figure 3). HO-1 is an enzyme which facilitates the breakdown of metabolites in the cell, enhancing the antioxidant activity and providing protection against oxidative stress, which can cause inflammation. This is a further indication as to the CimetrA™ MoA and its treatment of inflammatory disease including COVID-19, seasonal cold and flu, among others.

In summary, "We conclude that the presence of the IL-32 mRNA protein plays a critical role in the secretion of the cytokines (Figure 1), such as tumour necrosis factor-alpha (TNF-a) and IL-6 (Figure 2), that cause inflammation. Control of this protein is then the fundamental pathway to manage and reduce inflammation".

It's also worth noting that this very encouraging data announced today is to be presented to the US Food and Drug Administration (FDA) as part of the application to register CimetrA.

It won't be long before big pharma really starts to take a commercial interest in MGC. Watch this space....

Good luck, Brighty

Interesting, very interesting. This looks like a pivotal month according to the RNS. If this does pan out as we anticipate don't rule out a share price heading back up to where we were in July 2019 when the permit approval for the Utah field test was announced. i.e. 6p+ (over x 17 our current share price).Good luck all TOM investors, Brighty

Yes great news about SRA737. Big pharma are aware that this is an exceptional drug and that its tumour reduction credentials in combination with Astra Zeneca's WEE1, Eli Lilly's Gemcitabine & Merck’s Keytruda were phenomenal. We have waited many years for SRA737 to be developed / returned after Sierra did nothing with it. Excellent that it is back, at last. Game on! Good luck, Brighty

Davies and Addison, you are spot on. Today was a huge day for investors in Boil. The CPR's for Chuditch and Dunrobin were the final elements necessary to entice a major player to do a JV. Without the CPR BOIL was in no mans land but not anymore. We just need to wait for the JV announcement or better still for a buyer to acquire the entire issued share capital of Boil. Hundreds of millions of pounds have been paid for similar quality assets recently. Good luck, Brighty

From an M&A perspective what has always interested me about the low value of ABDX is the takeover potential when you look at the sale in 2021 of Wales based diagnostics and life sciences business BBI, which was sold for £400 million (x55 of our current mcap). Remember, we IPO'd 18 months ago at £100m (x 14 of our current mcap). Then there's the placing at 25p, significant Director buys and the fact that the testing industry is only going to grow exponentially. The IPO enabled investment in the business and ABDX is on the launch pad ready to produce hundreds of millions of various tests. It is clear that there are lots of positive reasons to invest in ABDX moving forward. Today, hopefully, is the start of better days for our share price. Next stop is 10p a share but in 18-24 months ABDX could be back at its ipo price of 96p a share if things start to pan out as many of us expect.

Good luck, Brighty